PHONE: 877-922-SCIA (7242)   FAX: (949) 825-7541

Kelly H. Clyde is a founder and partner with South Coast Investment Advisors, LLC. Kelly is a wealth advisor that works primarily with rental real estate owners who want a clear look into their overall financial picture, guidance on how to best manage their liquid assets to complement their real estate holdings, and advice on how to ensure their portfolio is generating efficiencies to reduce annual tax burdens.

His clients look to him as their personal CFO, helping grow their wealth and protect their legacy through highly personalized portfolio management. He uses a broad spectrum of traditional and alternative asset classes and investment strategies to adapt portfolio allocations to the ever-changing economic landscape.

Kelly strives to create an educated client that has all the tools and knowledge to analyze both simple and complex financial decisions. He focuses on clear and candid communication while utilizing the South Coast Process to achieve each individual’s goals for themselves and generations of their family to come.

Kelly holds FINRA Series 7, 24, 31 and 66 securities licenses as well as his California Life and Health Insurance license. He is currently a resident of Newport Beach, CA where he loves to golf, spend time at the beach, and stand up paddle board as often as the local winds permit. He graduated from the University of California, Santa Barbara with a BA in Business Economics and an emphasis in Accounting.

I’m here to answer any questions you might have about our products and services. Feel free to contact me using any of the following methods:

Phone: 877-922-SCIA (7242)

South Coast Investment Advisors, LLC. All rights reserved. Chris Vizzi, Kelly Clyde, and Michelle Vizzi are Registered Representatives offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC.

South Coast Investment Advisors and Independent Financial Group are not affiliated.
Licensed to sell securities in AZ, CA, ID, IL, MO, NC, NV, NY, TX, WA, WI - CA Insurance License #OE65912

Information provided here is from sources believed to be reliable; however, we cannot guarantee or represent that it is accurate or complete. When you click on a link to a third party website, you are leaving our site and assuming all responsibility for your use on these sites. The information provided herein has been obtained from sources believed to be reliable however we cannot guarantee or represent that it is accurate, complete or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.

Back To Top